When
Every Monday at 08:00 AM UTC, list the Salesforce accounts renewing in the next 90 days.
Workflow template
Flag renewal risk on upcoming Salesforce accounts
Reviews Salesforce accounts renewing in the next 90 days with their open tickets and posts a written risk note to Slack.
How it runs
This is the brief Whenever builds from. Change any of it in plain words before you publish.
Then
- Pull each account's open Zendesk tickets.
- Write a short risk note per account covering support load and engagement.
- Post the notes in the customer success Slack channel id you choose in setup, posting each account once and skipping accounts already posted this week.
Apps it connects
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